See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,424 | $175,202-78.6% | $149,673-75.0% | $139,434-73.2% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 29.07% | 166.71%-137.6pp | 134.42%-105.3pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,165 | $5,474-60.4% | $4,818-55.1% | $4,751-54.4% |
| Participant deferral / active EE | $2,047 | $6,519-68.6% | $5,680-64.0% | $6,710-69.5% |
| Admin fee / account holder | $5,958 | $16,150-63.1% | $13,210-54.9% | $11,403-47.7% |